Articles tagged "Laser App"

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Laser App celebrates its RIA business quasi-monopoly by throwing a summit for all of whom it surveys

It's the killer app of the paper blob and it shares the wealth each year with a come-all B-to-B event

August 16, 2014 — 2:58 AM UTC

RIAs in the catbird seat to leverage straight through processing in 2012

The goal is to keep client information online in a 'living, breathing form' so that the live data can benefit everyone in the chain

January 17, 2012 — 6:08 AM UTC

Laser App is showing the prosaic business form's sexy side at its San Diego conference

Boring? Making the trip for the App Net event were folks from companies including: Schwab, TD Ameritrade, Pershing, Fidelity, Shareholders Service Group, Orion, Albridge, DST, Laserfiche, Redtail, MoneyGuidePro

August 19, 2011 — 8:04 PM UTC

Schwab connects CRM to account opening for RIAs

The software fulfiills some of Schwab Intelligent Integration's promise without the fancy cross-wiring

July 22, 2011 — 2:56 PM UTC
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